Managing People & Teams via Data Export/Import

Managing People & Teams via Data Export/Import

Who Is This For?

Organisations with fewer than 200 employees and are looking to make multiple changes at once instead of managing this individually utilising the Self-Managed Data Guide.
To keep your People & Teams data up to date, you'll need to update Teamgage whenever:
  1. Employees move teams
  2. New employees join
  3. People leave
  4. A restructure takes place
Info
You will need Admin access within Teamgage to complete any of the below steps.

Overview Of The Process

  1. Export your current People & Teams data from Teamgage
  2. Make changes in the spreadsheet
  3. Upload the updated file to Teamgage
  4. Our Support Team will validate the file and reach out to you if we need further clarification of the changes. You may receive an Import Preview to confirm user & team structures, which will require your approval prior to uploading into the system

Step 1. Export Your People & Teams Data

Step 2. Make Changes Using The Downloaded Export File

You can complete all the following actions in one update/upload if you prefer
Add a New User
  1. Navigate to the Users tab
  2. A a new row with first name, surname, email & team
    3. AlertInfoCopy & paste the TeamName from an existing user to ensure it matches exactly
  3. Save the file
Remove a User
  1. Navigate to the Users tab
  2. Delete or clear the user's row
  3. Save the file
Edit a User
  1. Navigate to the Users tab
  2. Locate the user and update the necessary details
  3. Save the file
Add a New Team
  1. Navigate to the Teams tab
  2. A a new row with:
    1. Team Name
    2. Where it sits in the hierarchy
    3. Manager email(s) for dashboard access
    AlertInfoAlways copy a TeamName from a similar team in the hierarchy and then edit, rather than typing it from scratch.
  3. Save the file
Remove a Team
  1. Navigate to the Users Tab
  2. Update all team members of the team with their new TeamName
  3. Navigate to the Teams tab
  4. Delete or clear the team's row
  5. Save the file

Step 3. Upload The File

Once all changes have been made, upload the file via the Teamgage Portal (Learn More).
  1. Log into the Teamgage portal
  2. Go to Advanced > Files
  3. Click New and upload your logo
  4. Click Save

Step 4. Completing The Setup

  1. Our Support Team will validate your file and applies any necessary data transformation rules if needed
  2. You may receive an Import Preview to confirm user & team structures, which will require your approval prior to uploading into the system

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